exporting staff profile data

TABLE OF CONTENTS

• Getting to the Staff Profile Exporter
• Step 1: Organizing Your Roster
• Step 2: Select Fields to Include
• Excel Export Features
• Using the Filter

Getting to the Staff Profile Exporter

1. On the left-hand side of your Mission Control, click Reporters, Staff, & Sites.
   
   

2. On the right, click Manage staff accounts.
   
   

3. Towards the top-right, use the More drop-down menu to select Export Staff.
   

Step 1: Organizing Your Roster

1. Choose how you’d like to organize your roster:

   
   

   

   
   

2. On the right, click the Select Fields to Include button.
   

Step 2: Select Fields to Include

1. Next, choose the fields you’d like to include.
   
   (If you want to include all available fields, on the right, click the Select All Fields link.)
   

2. As you add fields, you’ll notice that the preview table at the bottom of the page will adjust display the new information.
   
   

• Drag and drop any column to adjust the order of columns for your download.
• Additionally, you can edit any cell by clicking the Pencil Icon or remove any column from the table by clicking the Bin Icon
• Add filters (optional) you’d like to apply (see next section), save your report (optional) for later access, and/or simply click the Export to Excel button:
  
• Download your report from the pop-up window.  Be sure your web browser’s settings allow pop-ups from the americalearns.net domain.

Excel Export Features

When you Export to Excel your worksheet will include a totals row. This row will be extremely useful when you need a quick view of your stats.

Using the Filter

There may be times when you want to filter your export list so that only staff whose accounts meet specific conditions are included in the export. Take advantage of the filter to get the exact export you need.

Once you choose how to organize your roster (Step 1) and have selected the fields to include (Step 2), select the Show Filters link. 

1. Choose the first field to Filter By.
   
   

2. Next you will choose your Operator.
   
   

   The Operator is dependent on the field type. Below, you will find a list of field types and the operators by which you can filter your roster.
   
   

   

3. To create a logical string of more than one filter request, the system will begin to build a pattern using AND/OR statements.

   

• Add additional filter options by clicking the Add button.
  
  
• Edit the logic pattern by click the Edit Pattern link.